401(k) Plans

19,321 topics in this forum

1. 401k Plan Termination & Successor Plan Rule

   By cbendertpa23, March 27, 2018   

   • plan termination
   • 401k
   • (and 2 more)

     Tagged with:

     • plan termination
     • 401k
     • successor plan
     • 12 month rule
   • 2 replies
   • 1.8k views
   • 
   • Luke Bailey
   • March 28, 2018

2. QNEC & Catch-up

   By wifrbr, March 28, 2018
   • 3 replies
   • 966 views
   • 
   • Kac1214
   • March 28, 2018

3. Control Group Issues

   By LWEBSTER, March 26, 2018
   • 2 replies
   • 556 views
   • 
   • LWEBSTER
   • March 28, 2018

4. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

   By Guest skos, August 21, 2008
   • 17 replies
   • 5.3k views
   • 
   • John Feldt ERPA CPC QPA
   • March 27, 2018

5. Revised ADP refunds because of bad compensation

   By pholosofizer, March 23, 2018
   • 9 replies
   • 2.7k views
   • 
   • BG5150
   • March 27, 2018

6. Top Heavy - a new wrinkle on an old question

   By dan.jock, March 20, 2018
   • 11 replies
   • 1.4k views
   • 
   • austin3515
   • March 27, 2018

7. LLC Partnership Draws

   By coleboy, March 25, 2018
   • 3 replies
   • 982 views
   • 
   • Loves401(k)
   • March 26, 2018

8. W-2 Income

   By coleboy, March 25, 2018
   • 2 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • March 25, 2018

9. 401K Held Hostage

   By MarkGAllen, March 22, 2018
   • 17 replies
   • 2.3k views
   • 
   • card
   • March 24, 2018

10. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • March 23, 2018

11. Benefit Rights & Features Issue - Timing of PS Allocation?

    By moose401k, March 22, 2018   

    • brf issue
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • March 23, 2018

12. Loans options in M&A

    By udbelv1115, March 21, 2018
    • 11 replies
    • 2.4k views
    • 
    • Luke Bailey
    • March 22, 2018

13. Distributions from nonqualified deferred comp plan

    By JRN, March 20, 2018
    • 3 replies
    • 1.1k views
    • 
    • EBECatty
    • March 22, 2018

14. failure to implement deferral election SH nonelective plan

    By dyepsen, March 20, 2018
    • 1 reply
    • 613 views
    • 
    • Madison71
    • March 21, 2018

15. HCE excluded from 3% SH. Still get a TH pass?

    By BG5150, March 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Lou S.
    • March 20, 2018

16. Missed PSP Contribution - plan previously terminated

    By Good401(k), March 13, 2018   

    • 401(a)
    • profit-sharing
    • (and 2 more)

      Tagged with:

      • 401(a)
      • profit-sharing
      • missed contribution
      • corrective contribution
    • 4 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • March 18, 2018

17. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • March 16, 2018

18. Other Documents "Exclude" Compensation

    By EBECatty, March 13, 2018
    • 9 replies
    • 2.3k views
    • 
    • Luke Bailey
    • March 15, 2018

19. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 3.1k views
    • 
    • MoJo
    • March 15, 2018

20. Coverage Failure, no correction action needed?

    By John Feldt ERPA CPC QPA, March 12, 2018   

    • 410(b)
    • qnec
    • (and 2 more)

      Tagged with:

      • 410(b)
      • qnec
      • coverage
      • 0% nhce deferral
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • March 15, 2018

21. owner w/0 hrs, max pay

    By TPApril, March 2, 2018
    • 12 replies
    • 798 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

22. ADP Test Failure - not enough in 401(k) Account due to Loan

    By Towanda, March 12, 2018
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 14, 2018

23. ADP Refund for deceased participant

    By buckaroo, March 10, 2014
    • 2 replies
    • 2.9k views
    • 
    • jpod
    • March 14, 2018

24. Related employers, Safe Harbor/Profit Sharing allocation, 414s test

    By MLML, March 13, 2018
    • 1 reply
    • 688 views
    • 
    • Kevin C
    • March 13, 2018

25. 401(k) Plans for Loans Only?

    By coleboy, March 12, 2018
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 12, 2018

26. Deducted too much pretax

    By Loves401(k), March 9, 2018
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • March 12, 2018

27. Is corrective QNEC counted in 402(g) limit?

    By Loves401(k), March 7, 2018
    • 4 replies
    • 4.8k views
    • 
    • CJ Allen
    • March 12, 2018

28. late deposit of safe harbor match

    By thepensionmaven, March 6, 2018
    • 15 replies
    • 3.1k views
    • 
    • BG5150
    • March 9, 2018

29. QACA Amendment

    By 30Rock, March 8, 2018
    • 7 replies
    • 1.2k views
    • 
    • stephen
    • March 9, 2018

30. Is this eligibiltiy for 401(k) ok?

    By BG5150, March 9, 2018
    • 5 replies
    • 731 views
    • 
    • Belgarath
    • March 9, 2018

31. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 9, 2018

32. terminating of safe harbor mid year

    By Scuba 401, March 9, 2018
    • 1 reply
    • 644 views
    • 
    • EBECatty
    • March 9, 2018

33. ACP test

    By cdavis25, March 8, 2018
    • 3 replies
    • 679 views
    • 
    • BG5150
    • March 9, 2018

34. Compensation for ADP/ACP Test

    By pam@bbm, March 6, 2018
    • 7 replies
    • 5.4k views
    • 
    • Tom Poje
    • March 9, 2018

35. Related Money Purchase Rollover in 401(k) Profit Sharing Plan

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 1.5k views
    • 
    • Bird
    • March 9, 2018

36. Epcrs Correction for 3% SH with Non Safe Harbor Match

    By Mr Bagwell, March 8, 2018   

    • epcrs
    • sh non elective
    • (and 1 more)

      Tagged with:

      • epcrs
      • sh non elective
      • match
    • 3 replies
    • 1.1k views
    • 
    • Madison71
    • March 9, 2018

37. Controlled Group - Attribution

    By Vlad401k, March 8, 2018
    • 4 replies
    • 558 views
    • 
    • Vlad401k
    • March 8, 2018

38. Corrective Contributions and 402(g) Limit

    By Guest pcohen, August 20, 2008
    • 4 replies
    • 3.9k views
    • 
    • Loves401(k)
    • March 8, 2018

39. 402g Limit exceeded where QNEC is used to fund missed contributions

    By legort69, May 31, 2016
    • 6 replies
    • 4.9k views
    • 
    • Loves401(k)
    • March 8, 2018

40. Multiple employer

    By cdavis25, March 8, 2018
    • 2 replies
    • 840 views
    • 
    • CuseFan
    • March 8, 2018

41. Only Owners in the Union

    By austin3515, March 4, 2018
    • 7 replies
    • 3.6k views
    • 
    • austin3515
    • March 8, 2018

42. Incorrect Matching contribution due to falsified payroll

    By Monica Barnard, March 7, 2018
    • 1 reply
    • 538 views
    • 
    • shERPA
    • March 7, 2018

43. eligibility

    By thepensionmaven, February 20, 2018
    • 2 replies
    • 548 views
    • 
    • thepensionmaven
    • March 7, 2018

44. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2018

45. From an LLP to a PC

    By ratherbereading, March 6, 2018
    • 3 replies
    • 685 views
    • 
    • Larry Starr
    • March 7, 2018

46. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • March 7, 2018

47. Is default at the end of the 5 year loan period or the end of the grace period if later?

    By 30Rock, March 2, 2018
    • 12 replies
    • 2.4k views
    • 
    • Bird
    • March 7, 2018

48. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 793 views
    • 
    • 30Rock
    • March 6, 2018

49. Coverage transition grace period for control group

    By ESI2015, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • msmith
    • March 6, 2018

50. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 4k views
    • 
    • Mike Preston
    • March 6, 2018